@trading (@trading) Twitter Tweets • TwiCopy

@trading

5 years ago

Has Risk completely vanished in the markets? Klarman argues the markets are no longer working as a price discovery mechanism ft.com/content/9c3ecb…

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@trading

5 years ago

Jeremy Grantham believes that the long, long bull market since 2009 has finally matured into a fully-fledged epic bubble. Do you agree? gmo.com/europe/researc…

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@trading

5 years ago

Great analysis of Archegos Capital and Bill Hwang epsilontheory.com/a-tiger-cant-c…

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@trading

5 years ago

How do you hedge a US equity market correction? Short & leveraged trackers are one option, spread bettting is another as are VIX trackers adventurousinvestor.com/2903-some-thou…

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@trading

4 years ago

Who benefits from the Housing Crisis in the US? John Dizard ex FT columnist naps Mr. Cooper Group (COOP) Mr. Cooper Mortgage johndizard.substack.com/p/the-housing-…

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@trading

4 years ago

Ray Dalio founder of Bridgewater on the mechanics of inflation linkedin.com/pulse/starts-i…

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Here is the latest Howard Marks letter - it's great. Summary: credit investors can access returns today that are highly competitive vs historical returns on equities; can exceed many investors' required returns & are much less uncertain. oaktreecapital.com/insights/memo/…

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